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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: John Koligman who wrote (168822)	2/15/2002 12:17:22 PM
From: D.J.Smyth	Read Replies (3) \| Respond to of 176387

John, your numbers were a little off: "40??? How about 25.97 and fading. Hey, at least I'm getting interested!!! For now, looks to me like Dell is on a PC treadmill where you sell 69% more of this (storage), and 21% more of that(workstations), but make less revenue and profit than you used to. it should be 900% more of storage products, the revenue of which has gone up hundreds of percents, up from $100 million in revenue two years ago, and 114% more of workstations, whose revenue has also climbed 40% in the last two years. the treadmill may be the PC, but the stock market is the bigger culprit. it is good that you're getting interested. where would we be without a re-interprtation of history one time every three months.

To: John Koligman who wrote (168822)	2/15/2002 1:24:38 PM
From: Patrick E.McDaniel	Read Replies (2) \| Respond to of 176387

Dell getting sucked into the IBM black hole. :o) Warp drive Scotty!

To: John Koligman who wrote (168822)	2/15/2002 2:46:32 PM
From: mepci	Read Replies (2) \| Respond to of 176387

John: How about 22. Puts Dell at 33 p/e for 2001, 30 for 2002 and 25 for 2003. All the great things say this is the stock to stay with. But irrational exuberance doesn't seem leave this board. 2003 is going to be a great year for IT. But you will see a completely different kind of industry. There will be a lot of fire power for a lot less money. I am not talking of pc or server prices. More user services for a lot less money. I haven't seen any one company coming up to the challenge. If the kid can't show going over $1 for 2003, this stock should be at 22 not 30.